Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | 4.13% | -2.62%+6.7pp | -1.87%+6.0pp | 15.59%-11.5pp |
| Employer contribution / active EE | $29,836 | $38,562-22.6% | $35,115-15.0% | $33,256-10.3% |
| Participant deferral / active EE | $0 | $222-100.0% | $205-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |